Jonathan Lee
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Jonathan Lee Email & Phone Number

Treasury Specialist at TSG Consumer Partners
Location: Fremont, California, United States 7 work roles 2 schools
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Current company
Role
Treasury Specialist
Location
Fremont, California, United States
Company size

Who is Jonathan Lee? Overview

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Quick answer

Jonathan Lee is listed as Treasury Specialist at TSG Consumer Partners, a company with 79 employees, based in Fremont, California, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Lee.

Jonathan Lee previously worked as Staff Accountant at Kkr Accounting Services, Llc and Staff Accountant at Philz Coffee. Jonathan Lee holds Bachelor Of Science - Bs, Business Administration, Finance from San Francisco State University.

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Email format at TSG Consumer Partners

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TSG Consumer Partners

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Profile bio

About Jonathan Lee

Jonathan Lee is a Treasury Specialist at TSG Consumer Partners.

Current workplace

Jonathan Lee's current company

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TSG Consumer Partners
Tsg Consumer Partners
Treasury Specialist
san francisco, california, united states
Website
Employees
79
AeroLeads page
7 roles

Jonathan Lee work experience

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Staff Accountant

San Mateo, California, United States

  • Preparing quarterly financial statements for several client entities
  • Managing bank, account, and GL reconciliations monthly
  • Tracking client bank and investment value in both tax basis and FMV
Aug 2022 - Sep 2023

Staff Accountant

San Francisco, California, United States

  • Coordinated with accounting team for month-end processes which include fixed asset journal entries, prepaid expenses, accrued expenses, and AP accruals
  • Assisted with regular account reconciliations and monthly bank account reconciliations
  • Managed accounts payable/disbursement cycle as well as accounts receivable in cooperation with wholesale team
  • Oversaw full cycle AP processes with accounting team for 100+ vendors with monthly volume of ~4000 invoices
Aug 2021 - Aug 2022

Accounts Payable Specialist

Oakland, California, United States

  • Managed weekly bakery ordering and invoice approval
  • Reconciled invoice statements and processed expense reports in SAP Concur
Nov 2019 - Aug 2021

Accounts Payable Specialist

San Leandro, California

  • Reconciled freight/overhead invoice statements as well as check remittances
  • Managed customer accounts by processing credit applications through customer, credit insurance agency, sales representatives, and controller communication
Aug 2018 - Nov 2019

Warehouse Associate

Newark, CA

Jun 2016 - Aug 2016

Sales Associate

85C Bakery & Cafe

Newark, CA

Dec 2013 - Sep 2014
Team & coworkers

Colleagues at TSG Consumer Partners

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2 education records

Jonathan Lee education

FAQ

Frequently asked questions about Jonathan Lee

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What company does Jonathan Lee work for?

Jonathan Lee works for TSG Consumer Partners.

What is Jonathan Lee's role at TSG Consumer Partners?

Jonathan Lee is listed as Treasury Specialist at TSG Consumer Partners.

Where is Jonathan Lee based?

Jonathan Lee is based in Fremont, California, United States while working with TSG Consumer Partners.

What companies has Jonathan Lee worked for?

Jonathan Lee has worked for Tsg Consumer Partners, Kkr Accounting Services, Llc, Philz Coffee, Blue Bottle Coffee, and Fríant & Associates.

Who are Jonathan Lee's colleagues at TSG Consumer Partners?

Jonathan Lee's colleagues at TSG Consumer Partners include Alex Difelice, Ido Selzer, Natasha Ramos, Daniel Bissell, and John Kenney.

How can I contact Jonathan Lee?

You can use AeroLeads to view verified contact signals for Jonathan Lee at TSG Consumer Partners, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Lee attend?

Jonathan Lee holds Bachelor Of Science - Bs, Business Administration, Finance from San Francisco State University.

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